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Konten disediakan oleh Steinbacher, Goodall & Yurchak. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Steinbacher, Goodall & Yurchak atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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SECURE 2.0: What You Really Need to Know

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Manage episode 363076181 series 2840542
Konten disediakan oleh Steinbacher, Goodall & Yurchak. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Steinbacher, Goodall & Yurchak atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW!
If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session.

  continue reading

122 episode

Artwork
iconBagikan
 
Manage episode 363076181 series 2840542
Konten disediakan oleh Steinbacher, Goodall & Yurchak. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Steinbacher, Goodall & Yurchak atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW!
If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session.

  continue reading

122 episode

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